+14.2%
LMT vs BHP
+70.6%
-56.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -0.2% | -3.6% | +3.4% | -0.1% |
| 30D | -13.1% | -1.2% | -11.9% | -13.1% |
| 3M | -3.9% | +1.2% | -5.1% | -4.0% |
| 6M | -18.3% | +21.4% | -39.7% | -19.4% |
| YTD | +10.3% | +50.4% | -40.1% | +6.5% |
| 1Y | +14.2% | +67.5% | -53.3% | +9.6% |
| All | +14.2% | +70.6% | -56.4% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling